CPD.HKThe Profectional Company
About Us Presenters CPD Courses Newsletters Attendees Contact Us
and to receive news of our latest CPD Courses today!
Mr. Jimmy Lee
CFA, CPA (Practising), CFP, LLMArbDR, MBA
Facebook Share  Google+ Share  LinkedIn Share  Twitter Share
Presenter's Profile:
Mr. Jimmy Lee

Jimmy has been a trainer of the Chartered Financial Analyst (CFA) program for over 10 years.  He actively conducts investment and financial management related trainings in Hong Kong and the PRC.  He has also lectured at the Baptist U, Open U and other professional bodies.  Currently he is working full time as the head of wealth management in a local investment firm.  Jimmy also runs his own CPA practice in Hong Kong.

Academic background:

  • Master of Business Administration (Finance), California State University at Hayward, USA
  • Graduate Diploma in Accounting, University of Southern Queensland, Australia
  • Honor Bachelor of Science (Actuarial Science and Economics), University of Toronto, Canada
  • Certified Financial Planner, Hong Kong (CFPCM)
  • Chartered Financial Analyst (CFA)
  • Qualified member of CPA Australia (CPA (Aust.))
  • Fellow Member of the Hong Kong Institute of Certified Public Accountants (FCPA)

Working Experience:

  • Head of Wealth Management, China Yinsheng Wealth Management Limited
  • Former Associate Director, Centerline Wealth Management Limited
  • Former Associate Director of UBS AG
  • Former Vice President of Sun Hung Kai Wealth Management Limited
  • Senior management position in multi-national financial institute including Deloitte Touche Tomatsu

Training and other experience:

  • Over 10 years training experience on financial topics
  • Executive Committee of IFPHK
  • Guest speakers in various industry conferences and events
  • Guest speakers in radio and TV finance programs including Metro Finance Program and Cable TV Program

Past CPD Courses
Course: Financial Management for Legal Professionals # Financial Management for Legal Professionals
Presenter(s): Mr. Jimmy Lee
Date: 18 May 2015 (Monday) (Amended)
Time: 09:30 - 12:45
Venue: Kornerstone Institute, 15/F, Hip Shing Hong Centre,
55 Des Voeux Road Central, Central, Hong Kong
Language: English
Accreditation(s): LSHK 1.5 CPD Point
SFC 3.0 CPT Hours
The Profectional Company Limited
Facebook  Google+  Line  LinkedIn  Skype  Twitter  WeChat  YouTube  Email Newsletters  RSS Feeds
Telephone: +852 3118 2371 | Facsimile: +852 3118 2372
Postal Address: P.O. Box 9993, General Post Office, Hong Kong

The Profectional Company

About Us

Our Presenters

Our Courses

Our Attendees

Contact Us

The Profectional Newsletters

The Profectional Channel

Course Registration Forms


About Us

Our Accreditations

Our Courses Calendar

Our Multimedia

Our Testimonials

Contact Us

Copyright© 2012-2024, The Profectional Company Limited.  All Rights Reserved.